Spartan Planning & Wealth Management Select Sector Spdr Consumer Di Transaction History

Spartan Planning & Wealth Management

  • $106 Million
  • Q4 2024

A detailed history of Spartan Planning & Wealth Management transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 1,806 shares of XLY stock, worth $398,800. This represents 0.38% of its overall portfolio holdings.

Number of Shares
1,806
Previous 537 236.31%
Holding current value
$398,800
Previous $96,000 321.88%
% of portfolio
0.38%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 07, 2025
BUY
$194.8 - $239.43 $247,201 - $303,836
1,269 Added 236.31%
1,806 $405,000
Q4 2023

Mar 12, 2024
BUY
$148.04 - $181.41 $43,523 - $53,334
294 Added 120.99%
537 $96,000
Q3 2023

Nov 17, 2023
BUY
$158.36 - $176.97 $38,481 - $43,003
243 New
243 $39,000

Others Institutions Holding XLY

# of Institutions
1,300
Shares Held
76M
Call Options Held
7.35M
Put Options Held
18M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
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